Client Statements

John Armstrong, BIO

John Armstrong 2015

John Armstrong began his career as an independent financial planner in 1987. Very early on he discovered that retirement planning assistance was the most valuable service he could provide his clients. Although most people were concerned about their retirement, few had spent time developing a solid retirement or financial plan. He was particularly encouraged to see the dramatic improvement in retirement situations that could result from a structured approach to planning. Specializing in this area has allowed him to gain insight into the issues that weigh on the minds of people approaching retirement. John is very gratified to see the peace of mind that a solid plan can provide clients.

In 1994, John began instructing retirement planning education programs sponsored by various employers in the KW area. Over the years, he has worked with hundreds of people from all walks of life. He understands that the goals of each person are different, and that establishing these goals is the most critical step in the planning process.

John Armstrong has practiced as a financial planner in Kitchener-Waterloo for over 25 years. The cornerstones of his practice are the consultative approach he takes in working with clients and the superior client experience provided by his team.

John is also:

  • A member of Financial Planning Standards Council
  • Member of the Centre for Family Business
  • An accredited Family Business Counselor
  • Elected to the Regional Council of the MFDA (Mutual Fund Dealers’ Association of Canada)
  • A financial planning educator – Retirement 101® Course
  • A Certified Hedge Fund Specialist
  • A founder of IntelReports Software Inc.- client account management back office software
  • Member of the Next Generation Round Table

Education: Studied Geography and Economics at University of Guelph 1984-1987

CERTIFIED FINANCIAL PLANNER® – June 1998

Licensing: Life Insurance licensed since 1987

Investment Funds Institute of Canada licensed since 1987

Investment Funds Institute of Canada Branch Manager since 1992

In January 1993 John became Branch Manager of the Armstrong & Quaile Kitchener-Waterloo operation.

John and his wife Kelly live in Waterloo with their three children. John enjoys playing hockey, cycling and spending time with his family.

Contact John: